Metaview MCP

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Authorize and make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'metaviewmcp'
   const identifier = 'user_123'
   
   // Generate an authorization link for the user
   const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
   console.log('Authorize Metaview MCP:', link)
   process.stdout.write('Press Enter after authorizing...')
   await new Promise(r => process.stdin.once('data', r))
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'metaviewmcp_find_candidate_in_sequences',
     toolInput: { rationale: 'YOUR_RATIONALE' },
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "metaviewmcp"
   identifier = "user_123"
   
   # Generate an authorization link for the user
   link_response = actions.get_authorization_link(
       connection_name=connection_name,
       identifier=identifier,
   )
   print("Authorize Metaview MCP:", link_response.link)
   input("Press Enter after authorizing...")
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={"rationale":"YOUR_RATIONALE"},
       tool_name="metaviewmcp_find_candidate_in_sequences",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Contacts enrich candidate — Enrich email addresses or phone numbers for one or more candidates
• Update screen plan, application review icp — Replace a screen’s interview plan and publish it immediately as the next ACTIVE version
• Icp restore application review — Restore a previous Application Review ICP version: the restored content becomes a new latest version, is approved on the spot, and a rerank starts against it immediately — there is no separate confirmation step
• Ats post sourcing candidates to — Post candidates from a sourcing search to the workspace’s connected ATS, creating each candidate there if they don’t already exist and adding an application to the given job
• List screens, screen candidates, ats stages — List the Screening screens you can access, with summary information per screen: ATS job posts, run state, active plan version, whether the draft holds unpublished edits, and candidate roster by stage
• Feedback give application review candidate, give sourcing — Record a REJECT or PROGRESS decision on one or more admitted candidates in an Application Review, optionally with free-text feedback

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

metaviewmcp_create_ai_field#Create a new AI field or update an existing one. AI fields are the primary tool for analyzing conversations at scale — each field defines a question answered independently for every conversation. When no field_id is provided, creates a new field (checking for duplicates first). When field_id is provided, updates an existing field. Value types: single_line_text, long_text, list, number, currency, date, boolean.7 params▾

Create a new AI field or update an existing one. AI fields are the primary tool for analyzing conversations at scale — each field defines a question answered independently for every conversation. When no field_id is provided, creates a new field (checking for duplicates first). When field_id is provided, updates an existing field. Value types: single_line_text, long_text, list, number, currency, date, boolean.

NameTypeRequiredDescription

namestringrequiredNo description.

promptstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

value_typestringrequiredNo description.

field_idstringoptionalNo description.

skip_improvementbooleanoptionalNo description.

skip_similarity_checkbooleanoptionalNo description.

metaviewmcp_create_report#Create a new report or update an existing one in the Metaview web-app. Only use this when the user explicitly asks to create or edit a saved report. To create: omit report_id and provide filters. To update: provide report_id. After creating or updating, share the url from the response with the user.16 params▾

Create a new report or update an existing one in the Metaview web-app. Only use this when the user explicitly asks to create or edit a saved report. To create: omit report_id and provide filters. To update: provide report_id. After creating or updating, share the url from the response with the user.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

descriptionstringoptionalNo description.

expand_rowsstringoptionalNo description.

field_idsstringoptionalNo description.

filtersstringoptionalNo description.

groupstringoptionalNo description.

metricsstringoptionalNo description.

min_group_conversation_countstringoptionalNo description.

namestringoptionalNo description.

only_show_recorded_conversationsstringoptionalNo description.

remove_groupingbooleanoptionalNo description.

report_idstringoptionalNo description.

sort_ascendingbooleanoptionalNo description.

sort_fieldstringoptionalNo description.

sort_metricstringoptionalNo description.

sort_metric_ascendingbooleanoptionalNo description.

metaviewmcp_enrich_candidate_contacts#Enrich email addresses or phone numbers for one or more candidates. Uses workspace enrichment credits and starts an asynchronous contact lookup. Never call this until the user has received the required credit estimate and given a final explicit go-ahead. Pair with get_enrichment_status to check credits before calling and to poll enrichment progress after.3 params▾

Enrich email addresses or phone numbers for one or more candidates. Uses workspace enrichment credits and starts an asynchronous contact lookup. Never call this until the user has received the required credit estimate and given a final explicit go-ahead. Pair with get_enrichment_status to check credits before calling and to poll enrichment progress after.

NameTypeRequiredDescription

candidate_idsarrayrequiredNo description.

enrichment_typestringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

metaviewmcp_fetch_candidates#ALWAYS use this tool to look up one or more people or candidates. This is the ONLY way to retrieve candidate scorecards, ATS feedback, resume files, application history, and professional profile data. Do NOT try to scrape LinkedIn or other websites directly — this tool fetches richer data than any public page and includes internal ATS records. Look up candidates by LinkedIn URL, email, phone number, or participant ID. Returns per-candidate results with two sections each: profile (professional background) and ats (internal ATS data including scorecards, applications, feedback, files). ATS data access requires you are a Metaview admin, ATS admin, or the candidate appeared in a conversation you have access to. Accepts 1-10 candidates per call.2 params▾

ALWAYS use this tool to look up one or more people or candidates. This is the ONLY way to retrieve candidate scorecards, ATS feedback, resume files, application history, and professional profile data. Do NOT try to scrape LinkedIn or other websites directly — this tool fetches richer data than any public page and includes internal ATS records. Look up candidates by LinkedIn URL, email, phone number, or participant ID. Returns per-candidate results with two sections each: profile (professional background) and ats (internal ATS data including scorecards, applications, feedback, files). ATS data access requires you are a Metaview admin, ATS admin, or the candidate appeared in a conversation you have access to. Accepts 1-10 candidates per call.

NameTypeRequiredDescription

candidatesarrayrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

metaviewmcp_find_candidate_in_sequences#Check if a candidate is enrolled in any sequences. Look up a candidate by ID, LinkedIn URL, email address, or phone number and return all sequences they are (or were) enrolled in, including sequences created by other users. Useful before adding someone to a new sequence to avoid duplicate outreach.5 params▾

Check if a candidate is enrolled in any sequences. Look up a candidate by ID, LinkedIn URL, email address, or phone number and return all sequences they are (or were) enrolled in, including sequences created by other users. Useful before adding someone to a new sequence to avoid duplicate outreach.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

candidate_idstringoptionalNo description.

emailstringoptionalNo description.

linkedin_urlstringoptionalNo description.

phone_numberstringoptionalNo description.

metaviewmcp_generate_notes#Generate (or regenerate) AI Notes for a conversation, optionally with a specific template. Use this to trigger notes generation for a conversation that has no notes yet, regenerate notes using a different template, or preview how a newly created or updated template renders on a real conversation.4 params▾

Generate (or regenerate) AI Notes for a conversation, optionally with a specific template. Use this to trigger notes generation for a conversation that has no notes yet, regenerate notes using a different template, or preview how a newly created or updated template renders on a real conversation.

NameTypeRequiredDescription

conversation_idstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

templatestringoptionalNo description.

template_definition_idstringoptionalNo description.

metaviewmcp_get_application_review_details#Get the full state of one Application Review: the ACTIVE ICP, any pending DRAFT edit, the RANKING version if a rerank is in progress, the version history, rerank status, a decision/calibration summary, and the fit-band distribution of the current ranking. Read this before refining an ICP with update_application_review_icp, or to poll a rerank's progress.4 params▾

Get the full state of one Application Review: the ACTIVE ICP, any pending DRAFT edit, the RANKING version if a rerank is in progress, the version history, rerank status, a decision/calibration summary, and the fit-band distribution of the current ranking. Read this before refining an ICP with update_application_review_icp, or to poll a rerank's progress.

NameTypeRequiredDescription

application_review_idstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

detail_levelstringoptionalNo description.

icp_versionstringoptionalNo description.

metaviewmcp_get_chart_data#Get chart data for aggregate time-series or scatter plots. Each chart_input is processed independently. Aggregate chart: include function AND interval. Scatter chart: omit function and interval. Use list_fields to discover valid metric_id values and their supported chart types.8 params▾

Get chart data for aggregate time-series or scatter plots. Each chart_input is processed independently. Aggregate chart: include function AND interval. Scatter chart: omit function and interval. Use list_fields to discover valid metric_id values and their supported chart types.

NameTypeRequiredDescription

chart_inputsarrayrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

filtersstringoptionalNo description.

groupstringoptionalNo description.

min_countintegeroptionalNo description.

only_show_recorded_conversationsbooleanoptionalNo description.

report_idstringoptionalNo description.

timezone_offset_minutesintegeroptionalNo description.

metaviewmcp_get_enrichment_status#Get the workspace's enrichment credit status, usage breakdown, and optionally list individual enrichment attempts. Always returns monthly credit allowance and remaining balance, usage breakdown by enrichment type, and active top-up credit purchases. Optionally returns per-user usage breakdown and individual enrichment attempts.8 params▾

Get the workspace's enrichment credit status, usage breakdown, and optionally list individual enrichment attempts. Always returns monthly credit allowance and remaining balance, usage breakdown by enrichment type, and active top-up credit purchases. Optionally returns per-user usage breakdown and individual enrichment attempts.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

enrichment_typestringoptionalNo description.

include_enrichment_attemptsbooleanoptionalNo description.

include_usage_by_userbooleanoptionalNo description.

limitintegeroptionalNo description.

monthstringoptionalNo description.

offsetintegeroptionalNo description.

person_idstringoptionalNo description.

metaviewmcp_get_note_template#Fetch a single AI Notes custom template with its full section configuration. Use list_note_templates first if you don't have a template ID.2 params▾

Fetch a single AI Notes custom template with its full section configuration. Use list_note_templates first if you don't have a template ID.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

template_idstringrequiredNo description.

metaviewmcp_get_screen_details#Get the full state of one Screening screen: the live interview plan, whether the draft holds unpublished edits, the plan version history, the candidate roster by stage, and the distribution of overall fit across everyone interviewed. Read this before reasoning about a screen. Pair with list_screen_candidates and get_screen_interview.4 params▾

Get the full state of one Screening screen: the live interview plan, whether the draft holds unpublished edits, the plan version history, the candidate roster by stage, and the distribution of overall fit across everyone interviewed. Read this before reasoning about a screen. Pair with list_screen_candidates and get_screen_interview.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

screen_idstringrequiredNo description.

detail_levelstringoptionalNo description.

plan_versionstringoptionalNo description.

metaviewmcp_get_screen_interview#Read the scorecard for one candidate's interview on a screen: overall fit, a summary, every planned question with the fit it earned, the evidence behind it, what it left unproven, and authenticity signals. Use this to justify, challenge, or compare an outcome. Find candidates with list_screen_candidates.3 params▾

Read the scorecard for one candidate's interview on a screen: overall fit, a summary, every planned question with the fit it earned, the evidence behind it, what it left unproven, and authenticity signals. Use this to justify, challenge, or compare an outcome. Find candidates with list_screen_candidates.

NameTypeRequiredDescription

candidate_idstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

screen_idstringrequiredNo description.

metaviewmcp_get_search_details#Get the full state of a sourcing search: the current ICP (Ideal Candidate Profile), ICP version history, calibration progress (feedback counts and acceptance rate), pack history, and the agent's current phase. Answers search questions instantly instead of messaging the agent with send_sourcing_message, which takes minutes to respond.3 params▾

Get the full state of a sourcing search: the current ICP (Ideal Candidate Profile), ICP version history, calibration progress (feedback counts and acceptance rate), pack history, and the agent's current phase. Answers search questions instantly instead of messaging the agent with send_sourcing_message, which takes minutes to respond.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

search_idstringrequiredNo description.

icp_versionstringoptionalNo description.

metaviewmcp_get_sourcing_analytics#Get aggregate sourcing metrics for your workspace with flexible filtering and grouping. Answers questions like: how many searches/candidates/feedback events in a time period, what is the acceptance rate overall or per user/search, who created the most searches, weekly/monthly trends of sourcing activity. Metric options: acceptance_rate, accepted, candidates, searches, seat_utilization, and more.11 params▾

Get aggregate sourcing metrics for your workspace with flexible filtering and grouping. Answers questions like: how many searches/candidates/feedback events in a time period, what is the acceptance rate overall or per user/search, who created the most searches, weekly/monthly trends of sourcing activity. Metric options: acceptance_rate, accepted, candidates, searches, seat_utilization, and more.

NameTypeRequiredDescription

metricstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

end_datestringoptionalNo description.

group_bystringoptionalNo description.

include_archivedbooleanoptionalNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

search_idstringoptionalNo description.

start_datestringoptionalNo description.

time_periodstringoptionalNo description.

user_idstringoptionalNo description.

metaviewmcp_get_sourcing_messages#Retrieve the conversation history for a sourcing search. Returns messages between you and the sourcing agent, including text messages and structured attachments. Poll this after sending a message. The agent phase indicates progress: busy (still working), idle/waiting (finished), error (something went wrong).4 params▾

Retrieve the conversation history for a sourcing search. Returns messages between you and the sourcing agent, including text messages and structured attachments. Poll this after sending a message. The agent phase indicates progress: busy (still working), idle/waiting (finished), error (something went wrong).

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

search_idstringrequiredNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

metaviewmcp_get_user_context#IMPORTANT: Call this tool FIRST, before any other tool. Returns your identity, role, and what data you can access — including workspace_name, participant_id, user_id, is_admin, is_paying_plan, and data_access description. The data_access field describes exactly which conversations you can see.1 param▾

IMPORTANT: Call this tool FIRST, before any other tool. Returns your identity, role, and what data you can access — including workspace_name, participant_id, user_id, is_admin, is_paying_plan, and data_access description. The data_access field describes exactly which conversations you can see.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

metaviewmcp_give_application_review_candidate_feedback#Record a REJECT or PROGRESS decision on one or more admitted candidates in an Application Review, optionally with free-text feedback. This is a live decision that syncs to the customer's connected ATS — a REJECT can move the candidate's ATS stage and send a rejection email; a PROGRESS can advance their ATS stage. Only call this with decisions the user has confirmed.7 params▾

Record a REJECT or PROGRESS decision on one or more admitted candidates in an Application Review, optionally with free-text feedback. This is a live decision that syncs to the customer's connected ATS — a REJECT can move the candidate's ATS stage and send a rejection email; a PROGRESS can advance their ATS stage. Only call this with decisions the user has confirmed.

NameTypeRequiredDescription

application_review_idstringrequiredNo description.

candidate_idsarrayrequiredNo description.

decisionstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

feedback_textstringoptionalNo description.

rejection_email_template_idstringoptionalNo description.

rejection_reason_idstringoptionalNo description.

metaviewmcp_give_sourcing_feedback#Submit feedback on one or more candidates in a sourcing search. Feedback calibrates the sourcing agent — accepting or rejecting candidates helps it refine its search. Supports bulk feedback for up to 50 candidates per call. Set request_refinement to true to have the agent refine its search immediately, or omit it and use send_sourcing_message afterward to trigger the refinement.4 params▾

Submit feedback on one or more candidates in a sourcing search. Feedback calibrates the sourcing agent — accepting or rejecting candidates helps it refine its search. Supports bulk feedback for up to 50 candidates per call. Set request_refinement to true to have the agent refine its search immediately, or omit it and use send_sourcing_message afterward to trigger the refinement.

NameTypeRequiredDescription

feedbacksarrayrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

search_idstringrequiredNo description.

request_refinementbooleanoptionalNo description.

metaviewmcp_group_conversations#Group conversations by a field and compute metrics. Returns counts and metric values per group. Use for breakdowns, distributions, rankings, or 'by X' questions. Powerful pattern: create an AI field to extract data, then group by that field to see distribution of values.12 params▾

Group conversations by a field and compute metrics. Returns counts and metric values per group. Use for breakdowns, distributions, rankings, or 'by X' questions. Powerful pattern: create an AI field to extract data, then group by that field to see distribution of values.

NameTypeRequiredDescription

group_bystringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

filtersstringoptionalNo description.

limitintegeroptionalNo description.

metricsstringoptionalNo description.

min_conversation_countintegeroptionalNo description.

offsetintegeroptionalNo description.

only_show_recorded_conversationsbooleanoptionalNo description.

report_idstringoptionalNo description.

search_termstringoptionalNo description.

sort_ascendingbooleanoptionalNo description.

sort_metricstringoptionalNo description.

metaviewmcp_list_application_review_candidates#List the review's ADMITTED (ranked) roster, ranked against the ACTIVE ICP. Reports the coarse fit band, human decision, agent fit reasoning, and (at detail_level=full) AI column results including fraud risk. Use fetch_candidates with the candidate_id and this application_review_id for a candidate's full profile or resume.7 params▾

List the review's ADMITTED (ranked) roster, ranked against the ACTIVE ICP. Reports the coarse fit band, human decision, agent fit reasoning, and (at detail_level=full) AI column results including fraud risk. Use fetch_candidates with the candidate_id and this application_review_id for a candidate's full profile or resume.

NameTypeRequiredDescription

application_review_idstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

decision_filterstringoptionalNo description.

detail_levelstringoptionalNo description.

fit_filterstringoptionalNo description.

limitstringoptionalNo description.

offsetstringoptionalNo description.

metaviewmcp_list_application_review_rejection_options#List the rejection options for an Application Review's connected ATS: which rejection fields a REJECT requires, the valid rejection reason ids, and the valid rejection email template ids. Call this before a REJECT via give_application_review_candidate_feedback so the decision carries every field the ATS requires and only valid ids.2 params▾

List the rejection options for an Application Review's connected ATS: which rejection fields a REJECT requires, the valid rejection reason ids, and the valid rejection email template ids. Call this before a REJECT via give_application_review_candidate_feedback so the decision carries every field the ATS requires and only valid ids.

NameTypeRequiredDescription

application_review_idstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

metaviewmcp_list_application_reviews#List the Application Reviews you can access, with summary information per review: ATS job, run state, active ICP version summary, whether a pending ICP draft exists, whether a rerank is in flight, and admitted/pending candidate counts. Results are scoped to reviews you can access via ATS hiring-team membership, admin access, or an explicit share.5 params▾

List the Application Reviews you can access, with summary information per review: ATS job, run state, active ICP version summary, whether a pending ICP draft exists, whether a rerank is in flight, and admitted/pending candidate counts. Results are scoped to reviews you can access via ATS hiring-team membership, admin access, or an explicit share.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

include_archivedstringoptionalNo description.

limitstringoptionalNo description.

offsetstringoptionalNo description.

search_termstringoptionalNo description.

metaviewmcp_list_ats_jobs#List active jobs in the workspace's connected ATS (Applicant Tracking System). Use this to find the ATS job to post sourcing candidates to with post_sourcing_candidates_to_ats. The response also reports posting_disabled_reason if candidates currently cannot be posted to the ATS.4 params▾

List active jobs in the workspace's connected ATS (Applicant Tracking System). Use this to find the ATS job to post sourcing candidates to with post_sourcing_candidates_to_ats. The response also reports posting_disabled_reason if candidates currently cannot be posted to the ATS.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

limitstringoptionalNo description.

offsetstringoptionalNo description.

querystringoptionalNo description.

metaviewmcp_list_ats_stages#List the application stages for a job in the workspace's connected ATS. Use this to find the stage_id to post sourcing candidates into with post_sourcing_candidates_to_ats. Providing a stage is optional — when omitted, candidates land in the ATS default stage for the job.2 params▾

List the application stages for a job in the workspace's connected ATS. Use this to find the stage_id to post sourcing candidates into with post_sourcing_candidates_to_ats. Providing a stage is optional — when omitted, candidates land in the ATS default stage for the job.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

job_idstringoptionalNo description.

metaviewmcp_list_field_values#Get possible values for a specific field. Use this to discover what values are available for filtering — e.g., all department names, interviewer names, or job titles. Essential for looking up person IDs needed by PERSON-type and PARTICIPANT-type filters. Use search_term when looking for a specific value.8 params▾

Get possible values for a specific field. Use this to discover what values are available for filtering — e.g., all department names, interviewer names, or job titles. Essential for looking up person IDs needed by PERSON-type and PARTICIPANT-type filters. Use search_term when looking for a specific value.

NameTypeRequiredDescription

field_idstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

filtersstringoptionalNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

only_show_recorded_conversationsbooleanoptionalNo description.

report_idstringoptionalNo description.

search_termstringoptionalNo description.

metaviewmcp_list_fields#List available fields for filtering, grouping, and columns, plus metrics. Returns two separate lists: fields (filter/grouping field metadata with IDs like 'default:start_time', 'OSPT:<uuid>', or 'AI:<uuid>') and metrics (computed summaries for charting with IDs like 'aggregation:session_count'). Use search_term to find specific fields instead of fetching all.3 params▾

List available fields for filtering, grouping, and columns, plus metrics. Returns two separate lists: fields (filter/grouping field metadata with IDs like 'default:start_time', 'OSPT:<uuid>', or 'AI:<uuid>') and metrics (computed summaries for charting with IDs like 'aggregation:session_count'). Use search_term to find specific fields instead of fetching all.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

report_idstringoptionalNo description.

search_termstringoptionalNo description.

metaviewmcp_list_mailboxes#List the email mailboxes you can send sequence emails from. Returns your own active mailboxes plus any mailboxes where you have send-on-behalf-of permission. Use the mailbox id as from_mailbox_id when creating EMAIL steps in a sequence.1 param▾

List the email mailboxes you can send sequence emails from. Returns your own active mailboxes plus any mailboxes where you have send-on-behalf-of permission. Use the mailbox id as from_mailbox_id when creating EMAIL steps in a sequence.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

metaviewmcp_list_note_template_groups#List the public folders (template groups) in the caller's workspace. Use this when the user wants to move a template into a named folder — call list_note_template_groups first to resolve the folder name, then pass it to manage_note_template. Templates not in any public folder live in the caller's personal folder.1 param▾

List the public folders (template groups) in the caller's workspace. Use this when the user wants to move a template into a named folder — call list_note_template_groups first to resolve the folder name, then pass it to manage_note_template. Templates not in any public folder live in the caller's personal folder.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

metaviewmcp_list_note_templates#List AI Notes custom templates the caller can access. Returns a lightweight summary per template. Pass include_detail=true or call get_note_template for the full sections.5 params▾

List AI Notes custom templates the caller can access. Returns a lightweight summary per template. Pass include_detail=true or call get_note_template for the full sections.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

include_detailbooleanoptionalNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

search_termstringoptionalNo description.

metaviewmcp_list_screen_candidates#List the candidates on one screen with their stage, interview outcome, and decision. Filter to stage='screened' for the review queue, then call get_screen_interview to read the scorecard behind a candidate's fit. Candidates are returned best-fit first.6 params▾

List the candidates on one screen with their stage, interview outcome, and decision. Filter to stage='screened' for the review queue, then call get_screen_interview to read the scorecard behind a candidate's fit. Candidates are returned best-fit first.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

screen_idstringrequiredNo description.

detail_levelstringoptionalNo description.

limitstringoptionalNo description.

offsetstringoptionalNo description.

stagestringoptionalNo description.

metaviewmcp_list_screens#List the Screening screens you can access, with summary information per screen: ATS job posts, run state, active plan version, whether the draft holds unpublished edits, and candidate roster by stage. Use this to find a screen, then call get_screen_details for its interview plan or list_screen_candidates for its roster.5 params▾

List the Screening screens you can access, with summary information per screen: ATS job posts, run state, active plan version, whether the draft holds unpublished edits, and candidate roster by stage. Use this to find a screen, then call get_screen_details for its interview plan or list_screen_candidates for its roster.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

include_archivedstringoptionalNo description.

limitstringoptionalNo description.

offsetstringoptionalNo description.

search_termstringoptionalNo description.

metaviewmcp_list_sequence_candidates#List candidates enrolled in a sequence, or get a specific candidate's full journey. Non-admins can only access sequences they created. By default returns a summary per candidate. Use include_detail for per-step delivery status, and include_messages to see email content. Pass candidate_sequence_id for a specific candidate's full detail.9 params▾

List candidates enrolled in a sequence, or get a specific candidate's full journey. Non-admins can only access sequences they created. By default returns a summary per candidate. Use include_detail for per-step delivery status, and include_messages to see email content. Pass candidate_sequence_id for a specific candidate's full detail.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

candidate_sequence_idstringoptionalNo description.

include_detailbooleanoptionalNo description.

include_messagesbooleanoptionalNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

search_termstringoptionalNo description.

sequence_idstringoptionalNo description.

statusstringoptionalNo description.

metaviewmcp_list_sequences#List sequences the current user has access to, or get full details for a specific sequence. Admins can see all sequences in the workspace. Non-admins can only see sequences they created. Archived sequences are always excluded. Returns summary data including per-sequence stats.8 params▾

List sequences the current user has access to, or get full details for a specific sequence. Admins can see all sequences in the workspace. Non-admins can only see sequences they created. Archived sequences are always excluded. Returns summary data including per-sequence stats.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

created_by_person_idstringoptionalNo description.

include_detailbooleanoptionalNo description.

include_disabledbooleanoptionalNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

search_termstringoptionalNo description.

sequence_idstringoptionalNo description.

metaviewmcp_list_sourcing_candidates#List candidates surfaced in a sourcing search with profile summaries and feedback status. Returns candidates ordered by when they were surfaced (newest first). Detail levels: 'minimal' (id/name/linkedin only), 'summary' (default, includes reasoning sections), 'full' (includes full profile data). Filter by pack or feedback_status.7 params▾

List candidates surfaced in a sourcing search with profile summaries and feedback status. Returns candidates ordered by when they were surfaced (newest first). Detail levels: 'minimal' (id/name/linkedin only), 'summary' (default, includes reasoning sections), 'full' (includes full profile data). Filter by pack or feedback_status.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

search_idstringrequiredNo description.

detail_levelstringoptionalNo description.

feedback_statusstringoptionalNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

packstringoptionalNo description.

metaviewmcp_list_sourcing_searches#List your sourcing and research searches with summary information. Returns enough detail per search (title, mode, candidate count, agent phase, timestamps) that a separate get-search tool is not needed. Use to see all active searches, find a specific search to resume, or check which searches have candidates waiting for feedback.3 params▾

List your sourcing and research searches with summary information. Returns enough detail per search (title, mode, candidate count, agent phase, timestamps) that a separate get-search tool is not needed. Use to see all active searches, find a specific search to resume, or check which searches have candidates waiting for feedback.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

metaviewmcp_manage_candidate_sequence#Add candidates to a sequence, or pause, resume, cancel, remove, or update a candidate's enrollment. Action must be one of: add, pause, resume, cancel, remove, update. Only the sequence creator can perform these actions. Always confirm with the user before calling this tool.14 params▾

Add candidates to a sequence, or pause, resume, cancel, remove, or update a candidate's enrollment. Action must be one of: add, pause, resume, cancel, remove, update. Only the sequence creator can perform these actions. Always confirm with the user before calling this tool.

NameTypeRequiredDescription

actionstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

candidate_idsstringoptionalNo description.

candidate_sequence_idstringoptionalNo description.

candidate_sequence_step_idstringoptionalNo description.

clear_schedule_overridestringoptionalNo description.

clear_subject_overridestringoptionalNo description.

clear_template_overridestringoptionalNo description.

context_source_idstringoptionalNo description.

context_source_typestringoptionalNo description.

schedule_overridestringoptionalNo description.

sequence_idstringoptionalNo description.

subject_overridestringoptionalNo description.

template_overridestringoptionalNo description.

metaviewmcp_manage_note_template#Create, update, or delete an AI Notes custom template. Action must be one of: create, update, delete. For create, name and sections are required. For update and delete, template_id is required.6 params▾

Create, update, or delete an AI Notes custom template. Action must be one of: create, update, delete. For create, name and sections are required. For update and delete, template_id is required.

NameTypeRequiredDescription

actionstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

group_namestringoptionalNo description.

namestringoptionalNo description.

sectionsstringoptionalNo description.

template_idstringoptionalNo description.

metaviewmcp_manage_notes_sources#List, add, or remove sources on an existing AI Notes version. Use this to inspect which conversations and documents are included in a notes version, add extra conversations so notes cover multiple interviews, add a plain-text document as context, or remove a previously added source. The notes must already exist — call generate_notes first if they do not.6 params▾

List, add, or remove sources on an existing AI Notes version. Use this to inspect which conversations and documents are included in a notes version, add extra conversations so notes cover multiple interviews, add a plain-text document as context, or remove a previously added source. The notes must already exist — call generate_notes first if they do not.

NameTypeRequiredDescription

actionstringrequiredNo description.

conversation_idstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

conversation_idsstringoptionalNo description.

documentsstringoptionalNo description.

source_idsstringoptionalNo description.

metaviewmcp_manage_sequence#Create, update, duplicate, or delete a sequence. Action must be one of: create, update, duplicate, delete. Only the creator of a sequence can update or delete it. Supports configuring steps with multiple channel types: EMAIL, LINKEDIN_CONNECTION, LINKEDIN_INMAIL, LINKEDIN_MESSAGE, SMS, PHONE, WHATSAPP. Always confirm with the user before calling this tool.7 params▾

Create, update, duplicate, or delete a sequence. Action must be one of: create, update, duplicate, delete. Only the creator of a sequence can update or delete it. Supports configuring steps with multiple channel types: EMAIL, LINKEDIN_CONNECTION, LINKEDIN_INMAIL, LINKEDIN_MESSAGE, SMS, PHONE, WHATSAPP. Always confirm with the user before calling this tool.

NameTypeRequiredDescription

actionstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

descriptionstringoptionalNo description.

namestringoptionalNo description.

sequence_idstringoptionalNo description.

set_enabledstringoptionalNo description.

stepsstringoptionalNo description.

metaviewmcp_post_sourcing_candidates_to_ats#Post candidates from a sourcing search to the workspace's connected ATS, creating each candidate there if they don't already exist and adding an application to the given job. The sourcing agent's reasoning is posted as a note on the ATS profile. Posting is irreversible from Metaview — confirm the candidate set and ATS destination with the user first. Maximum 50 candidates per call.5 params▾

Post candidates from a sourcing search to the workspace's connected ATS, creating each candidate there if they don't already exist and adding an application to the given job. The sourcing agent's reasoning is posted as a note on the ATS profile. Posting is irreversible from Metaview — confirm the candidate set and ATS destination with the user first. Maximum 50 candidates per call.

NameTypeRequiredDescription

candidate_idsarrayrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

search_idstringrequiredNo description.

job_idstringoptionalNo description.

stage_idstringoptionalNo description.

metaviewmcp_restore_application_review_icp#Restore a previous Application Review ICP version: the restored content becomes a new latest version, is approved on the spot, and a rerank starts against it immediately — there is no separate confirmation step. Only a previous (superseded) version can be restored. Always call get_application_review_details first and pick the target from version_history.3 params▾

Restore a previous Application Review ICP version: the restored content becomes a new latest version, is approved on the spot, and a rerank starts against it immediately — there is no separate confirmation step. Only a previous (superseded) version can be restored. Always call get_application_review_details first and pick the target from version_history.

NameTypeRequiredDescription

application_review_idstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

versionintegerrequiredNo description.

metaviewmcp_search_conversations#Search conversations with filters and get tabular data. Returns individual conversations matching the given filters, with configurable fields showing attribute values for each conversation. Scale-aware strategy: use fields=['default:transcript'] for 1-5 conversations, fields=['default:summary'] for 5-20, and AI fields for 20+. Supports report_id, filters, fields, pagination, and sorting.10 params▾

Search conversations with filters and get tabular data. Returns individual conversations matching the given filters, with configurable fields showing attribute values for each conversation. Scale-aware strategy: use fields=['default:transcript'] for 1-5 conversations, fields=['default:summary'] for 5-20, and AI fields for 20+. Supports report_id, filters, fields, pagination, and sorting.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

conversation_idsstringoptionalNo description.

fieldsstringoptionalNo description.

filtersstringoptionalNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

only_show_recorded_conversationsbooleanoptionalNo description.

report_idstringoptionalNo description.

sort_ascendingbooleanoptionalNo description.

sort_bystringoptionalNo description.

metaviewmcp_search_reports#List saved reports the user has access to, or fetch full details for specific reports. A report is a saved configuration — a named set of filters, fields, grouping, and charts. Pass a report's ID to search_conversations, group_conversations, or get_chart_data to reuse its saved filters.9 params▾

List saved reports the user has access to, or fetch full details for specific reports. A report is a saved configuration — a named set of filters, fields, grouping, and charts. Pass a report's ID to search_conversations, group_conversations, or get_chart_data to reuse its saved filters.

NameTypeRequiredDescription

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

categorystringoptionalNo description.

include_detailbooleanoptionalNo description.

limitintegeroptionalNo description.

offsetintegeroptionalNo description.

report_idsstringoptionalNo description.

search_termstringoptionalNo description.

sort_keystringoptionalNo description.

sort_orderstringoptionalNo description.

metaviewmcp_send_sourcing_message#Send a message to a sourcing or research search agent. Use to start a new sourcing search (omit search_id), start a new research search (omit search_id, set mode='research'), or send a follow-up to an existing search. When no search_id is provided, a new search is created. The agent processes messages asynchronously — poll with get_sourcing_messages for responses.4 params▾

Send a message to a sourcing or research search agent. Use to start a new sourcing search (omit search_id), start a new research search (omit search_id, set mode='research'), or send a follow-up to an existing search. When no search_id is provided, a new search is created. The agent processes messages asynchronously — poll with get_sourcing_messages for responses.

NameTypeRequiredDescription

messagestringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

modestringoptionalNo description.

search_idstringoptionalNo description.

metaviewmcp_update_application_review_icp#Replace an Application Review's ideal candidate profile (ICP) and immediately rerank every admitted candidate against the new profile. This is not a draft — the change is live the moment this tool is called, and it triggers a full rerank. Always call get_application_review_details first to read the current ICP and pass its version number as base_version so a concurrent edit isn't silently clobbered.4 params▾

Replace an Application Review's ideal candidate profile (ICP) and immediately rerank every admitted candidate against the new profile. This is not a draft — the change is live the moment this tool is called, and it triggers a full rerank. Always call get_application_review_details first to read the current ICP and pass its version number as base_version so a concurrent edit isn't silently clobbered.

NameTypeRequiredDescription

application_review_idstringrequiredNo description.

base_versionintegerrequiredNo description.

icp_textstringrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

metaviewmcp_update_screen_plan#Replace a screen's interview plan and publish it immediately as the next ACTIVE version. This is not a draft — new interviews run against it immediately with no separate confirmation step. Always call get_screen_details first, compose the full revised plan, and pass the active version number as base_version so a concurrent edit isn't silently clobbered.6 params▾

Replace a screen's interview plan and publish it immediately as the next ACTIVE version. This is not a draft — new interviews run against it immediately with no separate confirmation step. Always call get_screen_details first, compose the full revised plan, and pass the active version number as base_version so a concurrent edit isn't silently clobbered.

NameTypeRequiredDescription

base_versionintegerrequiredNo description.

rationalestringrequiredAlways provide a brief explanation of why you are calling this tool

screen_idstringrequiredNo description.

sectionsarrayrequiredNo description.

company_contextstringoptionalNo description.

role_contextstringoptionalNo description.